TRI-STAR TRUST BANK WELCOMES NEW EMPLOYEE AT SAGINAW OFFICE
Jon Pickelman takes position at Tri-Star Trust Bank as Investment Associate.
SAGINAW, Mich. – Tri-Star Trust Bank welcomes Jon Pickelman to its Saginaw office location. Pickelman joins the Tri-Star team as an Investment Associate who will work directly with Tri-Star’s Chief Investment Officer, Steven Witten, and the entire Investment Department. Pickelman brings comprehensive financial planning experience to his new role at Tri-Star, previously having served as a Wealth Advisor Assistant for Potter Financial Group out of Durham, North Carolina.
Pickelman is originally a native of Saginaw and received his Bachelor of Science in Business Administration from Central Michigan University. Pickelman then moved to North Carolina to obtain his Master of Trust and Wealth Management from Campbell University. In addition, he is currently a Candidate for CFP® certification.
While residing in North Carolina, Pickelman was involved with The Carying Place, an organization that helps homeless and working families with children learn life skills for attaining independent living. He is looking forward to getting involved with the Saginaw Valley Young Professionals Network among other organizations once re-acclimated to the area.
Pickelman and his fiancé, Samantha, live in Saginaw and had this to say about their move back to the area, “We knew we always wanted to come back here. We are very excited about what’s happening in the community and the growth we hope to be part of.” In his spare time, Pickelman also enjoys reading and golf.